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3.7 - Subscriptions Setup
Ensure CRM and Subscriptions are integrated by going to CRM settings > Marketplace > Zoho: If you have integrated Zoho Finance Suite, you can find the details by clicking on 'Manage' under the Zoho Finance Suite. Ensure all modules are properly ...
Zoho Books Setup for Contact Based Portal
Books: Please ensure that Zoho Books and Zoho CRM are integrated. In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Finance (if you have Zoho One subscription) or Zoho Books. The options will be to Setup Now or Manage. For a ...
3.3 - Desk Setup
Ensure CRM and Desk are integrated by going to CRM settings > Marketplace > Zoho. Back in the portal, navigate to Zoho API Settings > Zoho Desk. Enable the integration. Enter the Organization Id and authorize Desk. Follow the instructions in ...
3 - General Instructions
Customization and Layout: All of the tabs under Customization have instructions for each section. Hover over the instructions icon next to section names for the description on each section. You can add a menu icon by clicking into the menu ...
4 - User Management for Account Based Portal
You can see all your users under User Management > 'All Users'. There are different tabs for 'Active', 'Inactive', and 'Unverified' users. You will find the deactivated users under the 'Inactive' tab. Users who signed up for an account, but ...